WHF · NASDAQ · Asset Management

WhiteHorse Finance (WHF)

Originates senior secured loans for privately held U.S. lower-middle-market companies.

$7.05
At close+0.03 (+0.43%)

Breakdown13F · 13D/G · Form 4

Institutions50 holders · as of Mar 31, 2026≥ 15.89%3.41M shares
Insiders4 holders · as of Jun 18, 20262.19%471.3K shares
Otherremainder≤ 81.92%17.59M shares

21.48M company shares as of Sep 3, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing

Institutional filings for WHFCL (100% of the company) are not on file here, so the institutional figure is a floor.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesEvidence
Lalia Capital, LLCInstitution
3.21%689,10513Fas of Mar 31, 2026
Two Sigma Investments, LPInstitution
2.03%435,57213Fas of Mar 31, 2026
John BolducInsiderdirector
1.48%317,297Form 4filed Jun 18, 2026
Castleknight Management LPInstitution
1.36%292,45613Fas of Mar 31, 2026
Ethos Financial Group, LLCInstitution
1.14%243,94013Fas of Mar 31, 2026
Bank of America Corp /DE/Institution
0.86%185,00413Fas of Mar 31, 2026
Legal & General Group PLCInstitution
0.79%169,07413Fas of Mar 31, 2026
Stuart D. AronsonInsiderdirector, officer: Chief Executive Officer
0.59%127,000Form 4filed Jun 16, 2026
Bank of Montreal /Can/Institution
0.53%114,84213Fas of Mar 31, 2026
Ronald Blue Trust, Inc.Institution
0.45%95,60113Fas of Mar 31, 2026
Marshall Wace, LLPInstitution
0.36%76,26613Fas of Mar 31, 2026
BlackRock, Inc.Institution
0.34%72,94613Fas of Mar 31, 2026
Sound Income Strategies, LLCInstitution
0.34%72,81113Fas of Mar 31, 2026
LPL Financial LLCInstitution
0.32%69,76513Fas of Mar 31, 2026
Trexquant Investment LPInstitution
0.31%67,48613Fas of Mar 31, 2026
Victory Capital Management IncInstitution
0.29%63,29113Fas of Mar 31, 2026
Advisors Asset Management, Inc.Institution
0.28%60,82413Fas of Mar 31, 2026
Virtus Investment Advisers, Inc.Institution
0.28%60,56613Fas of Mar 31, 2026
Basso Capital Management, L.P.Institution
0.28%60,00013Fas of Mar 31, 2026
Gables Capital Management Inc.Institution
0.24%50,97413Fas of Mar 31, 2026
Bi Asset Management Fondsmaeglerselskab A/SInstitution
0.23%48,48713Fas of Mar 31, 2026
Cambridge Investment Research Advisors, Inc.Institution
0.22%47,16913Fas of Mar 31, 2026
Closed-End Fund Advisors, Inc.Institution
0.21%44,82113Fas of Mar 31, 2026
Susquehanna International Group, LLPInstitution
0.18%37,92613Fas of Mar 31, 2026
Morgan StanleyInstitution
0.16%34,99613Fas of Mar 31, 2026

13F — a manager's quarterly holdings · Form 4 — an insider's transaction report

Institutions13F, as of Mar 31, 2026

50 holders · 3.41M shares · 9 new positions · 25 increased · 11 reduced · 17 closed

HolderShares% outstandingChg q/qFiled
Lalia Capital, LLC689.1K3.21%+23.2KMay 11, 2026
Two Sigma Investments, LP435.6K2.03%+178.1KMay 15, 2026
Castleknight Management LP292.5K1.36%0May 15, 2026
Ethos Financial Group, LLC243.9K1.14%0May 5, 2026
Bank of America Corp /DE/185.0K0.86%0May 18, 2026
Legal & General Group PLC169.1K0.79%+6.3KMay 8, 2026
Bank of Montreal /Can/114.8K0.53%0May 13, 2026
Ronald Blue Trust, Inc.95.6K0.45%0Apr 20, 2026

Ownership statements13D/G · 5% or more, as filed

No 13D/G filer at 5% or more on record.

Insider tradesForm 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Jun 18, 2026
John Bolducdirector
Purchase7,690$6.49317,297
Jun 15, 2026
Stuart D. Aronsondirector, officer: Chief Executive Officer
Purchase15,000$6.41127,000
Jun 4, 2026
John Bolducdirector
Purchase · 2 lots7,140$6.88306,037
Jun 5, 2026
John Bolducdirector
Purchase · 2 lots7,140$6.77309,607
Jun 1, 2026
John Bolducdirector
Purchase3,570$6.88298,897
Jun 2, 2026
John Bolducdirector
Purchase3,570$6.81302,467
May 29, 2026
John Paul Volpedirector
Purchase1,000$6.742,000
May 27, 2026
John Bolducdirector
Purchase · 2 lots7,140$6.91288,187
May 28, 2026
John Bolducdirector
Purchase3,570$6.81291,757
May 29, 2026
John Bolducdirector
Purchase3,570$6.76295,327

CongressHouse and Senate disclosures

Not reported.